2Xideas
GSHD icon

2Xideas’s Goosehead Insurance GSHD Stock Holding History

2Xideas’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-265,523
Closed -$9.12M – 63
2022
Q4 		$9.12M Buy
265,523
+47,336
+22% +$1.77M 0.96% 56
2022
Q3 		$7.78M Buy
218,187
+81,755
+60% +$4.25M 0.82% 61
2022
Q2 		$6.23M Buy
136,432
+35,002
+35% +$1.91M 0.57% 68
2022
Q1 		$7.97M Buy
101,430
+21,465
+27% +$1.91M 0.56% 67
2021
Q4 		$10.4M Sell
79,965
-8,031
-9% -$1.15M 0.63% 69
2021
Q3 		$13.4M Buy
+87,996
New +$11.9M 1.02% 17

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
DF Dent & Co
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Durable Capital Partners
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Owls Nest Partners IA
Owls Nest Partners IA Chadds Ford, Pennsylvania $268M AUM 23.43% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

2Xideas's GSHD Position: Q1 2023 in Review

2Xideas sold out of Goosehead Insurance (GSHD) in Q1 2023, closing a stake of 265,523 shares — an estimated $9.12M sold.

2Xideas first reported a position in GSHD in Q3 2021 and held it in 6 quarters. The position peaked at $13.4M in Q3 2021. 176 funds tracked by Wall St. Rank hold GSHD as of Q1 2023.

  • 2Xideas reported no remaining Goosehead Insurance position as of Q1 2023 after selling out during the quarter.
  • 2Xideas sold 265,523 Goosehead Insurance shares in Q1 2023, an estimated $9.12M.
  • 2Xideas first reported a position in Goosehead Insurance in Q3 2021 and held it in 6 quarters.
  • 2Xideas's Goosehead Insurance position peaked at $13.4M in Q3 2021.
  • 176 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2023.

Based on 2Xideas's 13F filing for Q1 2023, filed 11 May 2023.